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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 168.09+1.8%Nov 28 9:30 AM EST

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To: Maurice Winn who wrote (30616)5/23/1999 4:14:00 AM
From: Maurice Winn  Read Replies (3) of 152472
 
*cdmaOne in Japan, IDO and "Digital by Qualcomm"* I have beside me a cute little IDO cdmaOne handset from Japan [arrived yesterday]. They are selling heaps.

It makes the ThinPhone look like a small truck by comparison. This cute little gadget is 126mm long, 18mm thick and 39mm wide. It is very light. It has an extendable aerial. Japan must be putting the base stations very close together to have such a little handset.

It has "Digital by Qualcomm" written on the back and "cdmaOne" also on the back. "IDO by Toshiba" is on the front.

Actually, it's a model they use for display purposes in shops. But I carry it around as a good luck charm. It's worked so far. Nothing has gone wrong that I'm aware of.

Japanese will buy millions of these. The coverage map is good too - nearly everywhere is covered [the populated areas]. They'll ditch PHS and whatever else they have. This would be too small for Texans and too small for most Californians too [especially large surfers, not that I'm thinking of anyone in particular]. Most Japanese are quite small and have dextrous, small fingers, and like diminutive things in keeping with their compact way of life in Japan.

This has an earplug option so you can put the handset in your pocket and wander around talking, with a microphone as part of the earpiece or on your lapel or somewhere. Apparently people look quite strange wandering around talking to themselves.

Shareholders of Q! should expect a very, very good quarter. When the pickup truck sized ThinPhone is out in bulk in the USA, sales should do a boom in the USA too. Buildout of cdmaOne in the USA is extensive now, so critical mass for conversion from analog should have been reached. Growth was quick last year, but the rest of this year should be a triple-very time.

China should be good for cdmaOne starting next year [this year for infrastructure]. Telecom New Zealand must be about to announce a cdmaOne network any day now because they are under huge pressure from Vodafone which is gaining customers flat out. Australia is heading for cdmaOne. Mexico is ready to go [in part]. Canada is already selling the ThinPhone.

GSM is toast! Europe is the only place where it has a free run [temporarily]. China is edging towards cdmaOne despite Tero's predictions. Everywhere is going cdma2000 [or W-CDMA as it is called by some people if they can ever agree what sort of bells and whistles to include] so even where GSM is dominant, that won't last long.

Notice how Tero is abandoning ship as the TDMA/GSM world is sinking. Now he says it's time to head off to biotechs!

Don't forget, Dow 8099 in about 3 weeks! Abandon ship if you don't like rough weather. Those who enjoy a fun ride, hang on! We'll be back up to 10300 after Y2K is a fizzer, then off to 16,000 Feb 2002. Double your money back guarantee on those figures. No boiler plate around here.

Mqurice

PS: Repeating yourself from post to post eh Winn? Confused or just can't work the puter?
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